2024-11-07T13:38:43-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 300480358 IUOE LOCAL 891 EDUCATION & TRAINING FUND IUOE 7184559731 BROOKLYN NAVY YARD BLDG 292 401 BROOKLYN NY 11205 RICHARD GORGOGLIONE CHAIRMAN 7184559731 2024-11-07 1 0 TED KIRSHENBAUM P01260796 2126955003 2023 2024-10-15 13:58:12Z RICHARD GORGOGLIONE BROOKLYN NAVY YARD BLDG 292 401 BROOKLYN NY 11205 218825 0 X N/A X 2008 NY TO PROVIDE EDUCATIONAL AND TRAINING BENEFITS TO ELIGIBLE PARTICIPANTS. 5 2 0 0 0 0 0 0 203362 218825 0 0 0 0 203362 218825 0 0 80354 138814 0 0 0 0 0 94521 99244 174875 238058 28487 -19233 621529 609660 83631 90995 537898 518665 TO PAY OR PROVIDE TUITION AND EXPENSES FOR COURSES, EDUCATION AND TRAINING FOR ELIGIBLE PARTICIPANTS. 0 0 172662 218825 PROVIDE EDUCATIONAL AND TRAINING BENEFITS TO APPROXIMATELY 800 ELIGIBLE PARTICIPANTS. 172662 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X RICHARD GORGOGLIONE 7184559731 BROOKLYN NAVY YARD BUILDING 292 NO BROOKLYN NY 11205 ROBERT TROELLER TRUSTEE 5.00 X 0 45144 7262 FRANCIS BRYNE TRUSTEE 5.00 X 0 39558 0 ADELE MCGREAL TRUSTEE 5.00 X 0 0 0 JOSE PEREZ TRUSTEE 5.00 X 0 0 0 RICHARD GORGOGLIONE TRUSTEE 5.00 X 0 39558 0 ANDREW SAMBERG FORMER TRUSTEE 5.00 X 0 0 0 0 124260 7262 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 212575 212575 OTHER 900099 6250 6250 218825 218825 218825 0 0 138814 138814 2292 2292 10000 10000 464 464 7234 3798 3436 198 198 REIMBURSEMENT OF SHARED 78790 30050 48740 MISCELLANEOUS 266 266 238058 172662 65396 0 513944 584941 75632 0 287021 262302 31953 24719 621529 609660 13486 12205 70145 78790 83631 90995 X 537898 518665 537898 518665 621529 609660 -19233 0 X 0 1 X 0 0 X 219816 209528 206037 202912 212575 1050868 219816 209528 206037 202912 212575 1050868 1050868 1050868 10315 1.00000 1.00000 X 244360 219885 24475 42661 42417 244 24719 DUE TO IUOE LOCAL 891 78790 78790 X 212575 0 212575 0 212575 212488 0 212488 0 212488 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - HAS READ AND UNDERSTANDS THE POLICY. - HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF A PARTICIPANT'S WRITTEN REQUEST. IUOE LOCAL 891 ANNUITY FUND BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 710877527 EMPLOYEE BENEFIT PLAN NY 401(A) N/A 0 IUOE LOCAL 891 WELFARE FUND BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 133015202 EMPLOYEE BENEFIT PLAN NY 501C9 N/A 0 IUOE LOCAL UNION 891 BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 136165509 LABOR ORGANIZATION NY 501C5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 IUOE LOCAL UNION 891 N 78790 ACTUAL COST ALLOCATION IUOE LOCAL UNION 891 P 70145 REIMBURSEMENT FOR COST ALLOCATION